CRD: 307066
Preservation Financial Management
Boca Raton, FL
5617141966
$28.5M Total AUM
$28.5M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-16-2020
- Office Locations
- 1
Office Locations
-- Boca Raton FL
About Preservation Financial Management
Preservation Financial Management is a Boca Raton-based RIA. The firm has been operating for 6 years. Managing $28.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Financial Planning, Insurance, Investment Planning.
Team overview
-- AVG AGE
$28.5M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
6.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Delta
Investment Themes
Delta Insight
Services
Peak summit Capital Legacy ridge Atlas frontier Radial
Owner & Executives
A
ALLEN P. AUGER
Portfolio Manager, President, Vice President
- CRD
- #4202386
- Ownership
- 75% or more
(331) 786-3207
catalyst.prime@oakcapital.com
in linkedin.com/in/wave-eagle
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,454,647 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,454,647 | -- |
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Separately Managed Accounts
Total SMA Asset: $28,454,647
Equity - Exchange:
10.5% Cash:
23.2% Corporate - Non-Investment Grade:
9.3% Corporate - Investment Grade:
11.4% Municipal Bonds:
13.8% Equity - OTC:
23.0% U.S. Government/Agency:
8.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $214,696,220 | 10.5% |
| Cash | $474,376,410 | 23.2% |
| Corporate - Non-Investment Grade | $190,159,509 | 9.3% |
| Corporate - Investment Grade | $233,098,753 | 11.4% |
| Municipal Bonds | $282,172,175 | 13.8% |
| Equity - OTC | $470,286,958 | 23.0% |
| U.S. Government/Agency | $179,935,879 | 8.8% |
| Total | $2,044,725,904 | 100.0% |